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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,546 | $87,016-48.8% | $63,244-29.6% | $125,388-64.5% |
| Participation rate | 81.3% | 77.1%+4.2pp | 71.0%+10.2pp | 83.2%-1.9pp |
| Annual return | -8.13% | 21.71%-29.8pp | -70.31%+62.2pp | 282.24%-290.4pp |
| Employer contribution / active EE | $2,340 | $3,601-35.0% | $2,322+0.8% | $4,866-51.9% |
| Participant deferral / active EE | $3,831 | $3,939-2.7% | $2,953+29.7% | $5,352-28.4% |
| Admin fee / account holder | $3,962 | $11,954-66.9% | $5,893-32.8% | $9,541-58.5% |